Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51594.95 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48395.89 Kr¶
PnL: ---------------------------------------> -691.68 Kr¶
DD now: ---------------------------------> -0.673 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 09:26:32.291536'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -3.000000 | 3321.000000 | 141.000000 | 4.430000 | 3180.000006 |
| HMS Networks | 2 | 2.260000 | 796.000000 | 123.000000 | 18.280000 | 673.000000 |
| HEBA B | 70 | 2.360000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.280000 | 3541.480000 | 87.480000 | 2.530000 | 3453.999992 |
| SAAB B | 8 | 0.610000 | 3437.600000 | 60.600000 | 1.790000 | 3377.000000 |
| Swedbank A | 3 | 1.350000 | 609.300000 | 45.300000 | 8.030000 | 564.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| AcadeMedia | 12 | 1.140000 | 598.080000 | 41.080000 | 7.380000 | 557.000004 |
| Resurs Holding | 22 | 0.470000 | 614.240000 | 40.240000 | 7.010000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.630000 | 389.900000 | 34.900000 | 9.830000 | 355.000000 |
| Norva24 Group | 16 | 0.000000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| Intrum | 4 | 1.480000 | 547.400000 | 20.400000 | 3.870000 | 527.000000 |
| OEM International B | 7 | 0.650000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 1.600000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 0.860000 | 576.960000 | 6.960000 | 1.220000 | 570.000000 |
| Boozt | 12 | 1.770000 | 1659.600000 | 5.600000 | 0.340000 | 1653.999996 |
| Coor Service Management Hold. | 8 | 0.600000 | 537.200000 | 5.200000 | 0.980000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.070000 | 249.840000 | 3.840000 | 1.560000 | 246.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Corem Property Group B | 59 | 2.350000 | 577.020000 | 0.020000 | 0.000000 | 576.999999 |
| Midsona B | 63 | 1.310000 | 582.750000 | -0.250000 | -0.040000 | 582.999984 |
| Handelsbanken A | 5 | -0.410000 | 542.000000 | -4.000000 | -0.730000 | 546.000000 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 1.090000 | 505.310000 | -28.690000 | -5.370000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.270000 | 564.000000 | -30.570000 | -5.140000 | 594.565215 |
| Essity B | 2 | -1.210000 | 538.800000 | -35.200000 | -6.130000 | 574.000000 |
| Vivesto | 1368 | -0.100000 | 560.330000 | -52.670000 | -8.590000 | 612.999432 |
| Fasadgruppen Group | 38 | -2.010000 | 4081.200000 | -59.800000 | -1.440000 | 4140.999992 |
| Essity A | 4 | -0.550000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Beijer Electronics Group | 27 | 0.000000 | 3002.400000 | -81.600000 | -2.650000 | 3083.999994 |
| OX2 | 22 | 2.980000 | 1822.700000 | -166.300000 | -8.360000 | 1989.000002 |
| Axfood | 15 | -4.170000 | 3865.500000 | -434.500000 | -10.100000 | 4300.000005 |
| Ovzon | 64 | 0.000000 | 3398.400000 | -597.600000 | -14.950000 | 3996.000000 |
| TOTAL | 48366.860000 | -720.710000 | -0.72859% | 49087.564636 |
Updated:¶
'2023-02-01 09:25:40.522882'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
